Money Lancer
Equity: Small Cap
Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Equity: Small Cap

Motilal Oswal Small Cap Fund - Regular - Growth

To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

EquityBenchmark · NIFTY Smallcap 250 TRITER · 2.13%Inception · 01-12-2023
NAV
14.90
+0.17% · as of 29-05-2026
Since inception
17.52%
CAGR
Benchmark (inception)
15.63%
CAGR
Fund size
₹6,206 Cr
AUM
Expense ratio
2.13%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +17.52% CAGR vs benchmark +15.63%.

Portfolio

Where the money is invested

Top holdings

CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-4.60%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-4.30%
Nuvama Wealth Management Limited3.78%
Dr Agarwals Health Care Ltd. 3.31%
VA TECH WABAG LIMITED EQ NEW RS. 2/-3.29%
Aditya Infotech Limited3.24%
V2 Retail Limited2.89%
CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/-2.87%
Collateralized Borrowing & Lending Obligation2.74%
Shaily Engineering Plastics Limited2.62%

Sector allocation

Capital Goods18.20%
Financial Services14.95%
Healthcare13.09%
Consumer Services8.98%
Automobile and Auto Components8.42%
Consumer Durables7.86%
Fast Moving Consumer Goods5.24%
Information Technology3.99%
Chemicals3.64%
Utilities3.29%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 17.5% p.a.
₹10,000
10 years
Projected value
₹32,61,694
Invested: ₹12,00,000
Gained: ₹20,61,694
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152232
ISIN (Growth)
INF247L01BV9
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Small Cap funds

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